The onboarding process involves syncing your financial institutions, uploading financial documents into the Vault (accessible from your left sidebar or by clicking + Add Asset and selecting "Create from files"), which may take up to 48 hours to process.
You can also sync online investor portals and institutions that don't have common APIs by leveraging Vyzer's VIP syncing solution.
You can also choose to create your assets manually. For personalized help setting up your account, reach our team through the live chat or at [email protected]. Elite members also have a dedicated account manager.